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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,331 | $88,672-57.9% | $105,223-64.5% | $82,448-54.7% |
| Participation rate | 65.5% | 67.9%-2.5pp | 75.0%-9.6pp | 68.1%-2.6pp |
| Annual return | 6.60% | 30.86%-24.3pp | 180.65%-174.1pp | 41.64%-35.0pp |
| Employer contribution / active EE | $2,483 | $3,048-18.5% | $3,689-32.7% | $2,551-2.7% |
| Participant deferral / active EE | $920 | $4,036-77.2% | $5,072-81.9% | $4,139-77.8% |
| Admin fee / account holder | $5,515 | $7,146-22.8% | $8,859-37.7% | $7,234-23.8% |